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    Andy Li

    Research Analyst at Daiwa Capital Markets America Inc

    Andy Li is an analyst at Daiwa Capital Markets America Inc., specializing in equity research with a focus on US-listed Chinese companies and the broader technology, internet, and e-commerce sectors. Throughout his career, he has provided coverage on major companies including Pinduoduo, Alibaba, JD.com, and Baidu, delivering actionable insights and demonstrating a strong research performance, with forecasts and price targets frequently cited by institutional investors. With a proven track record and strong investment calls, Andy Li has ranked among the notable analysts on platforms such as TipRanks, achieving a high level of accuracy in his recommendations and generating positive returns for his clientele. He began his career in financial analysis before joining Daiwa Capital Markets America Inc., and maintains FINRA Series 7 and 63 licenses, reinforcing his credentials as a trusted equity analyst.

    Andy Li's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership

    Andy Li's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership • H1 2025

    Question

    Andy Li of Daiwa Capital Markets sought clarification on the 2,000-unit capacity and 30% expansion for the Yuchai brand, its execution status, and the latest negotiation dynamics with data center clients. He also followed up on the sources of profit from the company's joint ventures.

    Answer

    Weng Ming Hoh, President & Director, clarified the 2,000-unit capacity is for in-house high-horsepower engines, with a 30%+ expansion confirmed for year-end. He noted 650 of these units went to data centers in H1. He described pricing as competitive and handled via OEM tenders. He also confirmed the MTU JV is the primary source of associate profit.

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    Andy Li's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership • H1 2025

    Question

    Andy Li of Daiwa Capital Markets sought clarification on the 2,000-unit capacity and planned 30% increase for Yuchai-brand engines, the status of negotiations with data center clients, and the profitability of another joint venture.

    Answer

    President & Director Weng Ming Hoh confirmed the 2,000-unit capacity for in-house high-horsepower engines and the planned expansion. He noted pricing is competitive and handled via OEMs. He also stated the other JV's profit is not yet material, with the MTU JV being the primary contributor.

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    Andy Li's questions to CHINA YUCHAI INTERNATIONAL (CYD) leadership • H1 2025

    Question

    Andy Li of Daiwa Capital Markets sought clarification on the 2,000-unit production capacity for the Yuchai brand, its execution status, and negotiation dynamics with data center clients. He also followed up on the profitability of other joint ventures.

    Answer

    President & Director Weng Ming Hoh clarified the 2,000-unit capacity is for in-house high-horsepower engines, with a 30% increase planned. He noted demand is strong and pricing is competitive. He also confirmed that while another JV is profitable, its contribution is not yet material compared to the MTU JV.

    Ask Fintool Equity Research AI